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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

686 hedge funds and large institutions have $27.8B invested in iShares Core US Aggregate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 335 increasing their positions, 197 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+38
Holders Change %
+5.86%
% of All Funds
18.33%
Holding in Top 10
170
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.58%
% of All Funds
4.54%
New
71
Increased
335
Reduced
197
Closed
28
Calls
$3.67M
Puts
$1.35M
Net Calls
+$2.32M
Net Calls Change
+$4.22M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.13B
2
Goldman Sachs
Goldman Sachs
New York
$331M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$190M
4
MFRM
Milliman Financial Risk Management
Illinois
$730M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$3.62B

Top Sellers

1
LPL Financial
LPL Financial
California
$5.18M
2
SCM
SCS Capital Management
Massachusetts
$537M
3
SMM
Stadion Money Management
Georgia
$48.6M
4
AssetMark Inc
AssetMark Inc
California
$65.6M
5
FIM
Freedom Investment Management
Connecticut
$987K
Name Holding Trade Value Shares
Change 		Shares
Change %
MVIP
451
Mar Vista Investment Partners
California
$861K – – –
ClearBridge Investments
452
ClearBridge Investments
New York
$856K -$15.5K -138 -2%
EFSCE
453
Enterprise Financial Services Corp (EFSC)
Missouri
$848K -$82.5K -732 -9%
WPC
454
White Pine Capital
Minnesota
$837K – – –
HCA
455
Harbour Capital Advisors
Virginia
$836K +$25.3K +225 +3%
DAS
456
Dynamic Advisor Solutions
Arizona
$835K +$8.56K +76 +1%
WCM
457
Wealthcare Capital Management
Virginia
$825K -$63.9K -568 -7%
AIM
458
Advantage Investment Management
Iowa
$816K +$90.5K +803 +12%
DAM
459
Delta Asset Management
Tennessee
$814K – – –
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$814K +$456K +4,047 +127%
GIP
461
Greatmark Investment Partners
Georgia
$811K -$19.7K -175 -2%
EAMA
462
EFG Asset Management (Americas)
Florida
$803K – – –
PO
463
Private Ocean
California
$800K +$4.62K +41 +0.6%
SMC
464
Smith, Moore & Co
Missouri
$778K -$32.1K -285 -4%
BRWA
465
B. Riley Wealth Advisors
Florida
$769K +$253K +2,247 +49%
CM
466
Cornerstone Management
Georgia
$766K +$82K +728 +12%
TAM
467
Taurus Asset Management
New York
$766K – – –
LWA
468
Lenox Wealth Advisors
New York
$759K -$3.04K -27 -0.4%
MHS
469
M Holdings Securities
Oregon
$750K -$1.4M -12,440 -65%
BJ
470
Brouwer & Janachowski
California
$745K -$63K -559 -8%
CFN
471
Cordasco Financial Network
Florida
$745K +$417K +3,705 +127%
FWIA
472
Fort Washington Investment Advisors
Ohio
$731K -$720K – –
BWAM
473
Boyd Watterson Asset Management
Ohio
$730K -$126K -1,120 -15%
FAM
474
Foothills Asset Management
Arizona
$724K -$93K -825 -11%
LWA
475
Lowe Wealth Advisors
Maryland
$723K +$13.7K +122 +2%
17 18
19
20 21